See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STACEY BRAUN ASSOCIATES, INC.3+ years Filed as: STACY BRAUN ASSOCIATES INC Service code 27 · EIN 13-2889432 377 BROADWAY · NEW YORK, NY 10013 | Advisory (Plan) | $78,464 |
THE SEGAL COMPANY3+ years Service code 11 · EIN 13-1835864 333 WEST 34TH STREET · NEW YORK, NY 100012402 | Actuarial | $42,712 |
R.A. EBERLE & COMPANY LLC1 year Service code 10 · EIN 20-0413744 2400 MORRIS AVE · UNION, NJ 07083 | Accounting | $33,480 |
Filed as: BANK OF AMERICA MERRILL LYNCH Service code 19 · EIN 04-2472499 3400 PAWTUCKET AVENUE · EAST PROVIDENCE, RI 02915 | Securities Custodian | $27,007 |
Filed as: ZAZZALI FAGELLA NOWAK KLEINBAUM Service code 29 · EIN 22-6208526 570 BROAD ST · NEWARK, NJ 07102 | Legal | $10,575 |
See 1 actuary disclosure with Solo.
Solo shows the actuary's name, firm, enrollment number, address and phone from the filing. $4.99 for your first month, then $34.99 a month. Cancel any time.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $85,985-100.0% | $85,985-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 41.7%-41.7pp | 19.2%-19.2pp | 45.9%-45.9pp |
| Annual return | 14.76% | 15.47%-0.7pp | 14.20%+0.6pp | 10.21%+4.5pp |
| Employer contribution / active EE | $39,871 | $36,160+10.3% | $27,968+42.6% | $42,272-5.7% |
| Participant deferral / active EE | $0 | $606-100.0% | $576-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $6,028-100.0% | $6,028-100.0% | $13,518-100.0% |